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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
2226
Mission Creek Capital Partners
California
$384K +$364K +1,136 New
TPWA
2227
Twin Peaks Wealth Advisors
California
$382K +$134K +417 +59%
APG
2228
Abacus Planning Group
South Carolina
$382K +$17.6K +55 +5%
SWGC
2229
Summit Wealth Group (Colorado)
Colorado
$381K +$65.3K +204 +22%
UFA
2230
Uptown Financial Advisors
Texas
$381K – – –
MCM
2231
Monument Capital Management
Virginia
$380K +$59.2K +185 +20%
SHGA
2232
Sand Hill Global Advisors
California
$379K +$8.64K +27 +2%
GC
2233
GatePass Capital
Ohio
$379K -$151K -473 -30%
SIM
2234
Seaview Investment Managers
Florida
$377K -$7.86M -24,557 -96%
MF
2235
Manchester Financial
California
$377K – – –
BDF
2236
Black Diamond Financial
Maryland
$375K -$25.9K -81 -7%
DOA
2237
D'Orazio & Associates
Virginia
$373K -$11.2K -35 -3%
AAMG
2238
AMG Asset Management Group
Georgia
$372K +$28.5K +89 +9%
SFP
2239
Shepherd Financial Partners
Massachusetts
$372K +$7.36K +23 +2%
XPN
2240
XY Planning Network
Montana
$372K +$32.3K +101 +10%
PRP
2241
Peak Retirement Planning
Ohio
$371K +$44.8K +140 +15%
JC
2242
JB Capital
Connecticut
$371K +$119K +372 +51%
NAMNJ
2243
NorthStar Asset Management (New Jersey)
New Jersey
$371K +$320 +1 +0.1%
TFA
2244
Transamerica Financial Advisors
Florida
$371K -$5.76K -18 -2%
WAG
2245
Winthrop Advisory Group
Massachusetts
$370K -$14.7K -46 -4%
PWP
2246
Perfromance Wealth Partners
Illinois
$370K +$5.76K +18 +2%
ODIJL
2247
One Day In July LLC
Vermont
$369K +$7.36K +23 +2%
OBWG
2248
Onyx Bridge Wealth Group
New York
$369K +$70.8K +221 +25%
GIA
2249
Guyasuta Investment Advisors
Pennsylvania
$368K – – –
LWM
2250
Langley Wealth Management
Mississippi
$368K +$348K +1,087 New
88 89
90
91 92